Our portfolio reporting platform is designed to help you make the best decisions and deliver on what matters most — your client goals.
Your clients count on you to have the full picture.
They probably wouldn’t want you to settle for anything less.
Increase efficiency while delivering high-touch service to clients.
Secure technology for preserving and generating wealth.
Provide a personalized wealth management solution at scale.
Modernize your legacy technology and unlock growth.
You can make Addepar even better by integrating it with the applications you use every day. We’ve pre-built integrations with our extensive market-leading partner network, so you can connect Addepar to the tools you use to run your business.
And, if there’s another integration you need, you can quickly create it to your specifications with our custom integrations.
Reduction in time
RIA clients on Addepar
outgrow their peers